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Nicolet Advisory Services’s Certara CERT Stock Holding History

Nicolet Advisory Services’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$123K Sell
13,092
-17,516
-57% -$180K 0.01% 413
2025
Q3 		$396K Buy
30,608
+2,100
+7% +$23K 0.03% 263
2025
Q2 		$272K Buy
28,508
+3,618
+15% +$42.8K 0.02% 330
2025
Q1 		$262K Buy
24,890
+9,934
+66% +$121K 0.03% 311
2024
Q4 		$159K Sell
14,956
-9,875
-40% -$107K 0.01% 371
2024
Q3 		$273K Buy
24,831
+1,531
+7% +$20.2K 0.03% 308
2024
Q2 		$323K Buy
23,300
+8,982
+63% +$148K 0.03% 264
2024
Q1 		$265K Buy
+14,318
New +$247K 0.03% 292

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nicolet Advisory Services's CERT Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Certara (CERT) stake by 57% in Q4 2025, selling an estimated $180K and leaving 13,092 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #413.

Nicolet Advisory Services first reported a position in CERT in Q1 2024 and has held it in 8 quarters since. The position peaked at $396K in Q3 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

  • Nicolet Advisory Services held 13,092 shares of Certara worth $123K as of Q4 2025.
  • Nicolet Advisory Services sold 17,516 Certara shares in Q4 2025, an estimated $180K.
  • Certara made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #413 holding.
  • Nicolet Advisory Services first reported a position in Certara in Q1 2024 and has held it in 8 quarters since.
  • Nicolet Advisory Services's Certara position peaked at $396K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.